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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $320M AUM 14,170 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 217 Added 144 Reduced 48 Exited
Page 14 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MELI MERCADOLIBRE INC Consumer Cyclical 107.0 $186K 0.06% -18.0 -14.4% $1738.32 -3.5%
262 OGIG ALPS ETF TR 4,594.0 $184K 0.06% $40.05 +13.5%
263 QUAL ISHARES TR 958.0 $182K 0.06% $189.98 +12.0%
264 SPSM SPDR SERIES TRUST 3,743.0 $182K 0.06% -108.0 -2.8% $48.62 +9.0%
265 IWR ISHARES TR 1,885.0 $182K 0.06% +65.0 +3.6% $96.55 +8.8%
266 SNA SNAP ON INC Industrials 500.0 $182K 0.06% $364.00 -1.1%
267 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,550.0 $181K 0.06% -125.0 -7.5% $116.77 -6.6%
268 FTV FORTIVE CORP Technology 3,253.0 $180K 0.06% $55.33 +6.7%
269 FISV FISERV INC Technology 3,184.0 $180K 0.06% -504.0 -13.7% $56.53 -1.3%
270 TROW PRICE T ROWE GROUP INC Financial Services 2,007.0 $180K 0.06% -100.0 -4.8% $89.69 +13.5%
271 EXPAND ENERGY CORPORATION 1,610.0 $177K 0.06% $109.94
272 FTEC FIDELITY COVINGTON TRUST 837.0 $174K 0.05% $207.89 +31.5%
273 KNG FIRST TR EXCHANGE-TRADED FD 3,403.0 $168K 0.05% -200.0 -5.5% $49.37 -1.8%
274 ROAD CONSTRUCTION PARTNERS INC Industrials 1,500.0 $166K 0.05% $110.67 +1.7%
275 CGSD CAPITAL GRP FIXED INCM ETF T 6,386.0 $165K 0.05% +1K +28.2% $25.84 -0.2%
276 CRS CARPENTER TECHNOLOGY CORP Industrials 412.0 $163K 0.05% -125.0 -23.3% $395.63 +10.8%
277 ENB ENBRIDGE INC Energy 2,997.0 $163K 0.05% +21.0 +0.7% $54.39 +6.3%
278 JEPI J P MORGAN EXCHANGE TRADED F 2,858.0 $162K 0.05% +30.0 +1.1% $56.68 -1.1%
279 NFG NATIONAL FUEL GAS CO Energy 1,722.0 $162K 0.05% $94.08 -13.6%
280 ACWX ISHARES TR 2,364.0 $161K 0.05% +100.0 +4.4% $68.10 +10.6%
Page 14 of 47  ·  923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.5%
Industrials 13.2%
Healthcare 8.2%
Consumer Cyclical 6.7%
Consumer Defensive 6.5%
Energy 6.1%
Communication Services 6.0%
Utilities 2.1%
Basic Materials 0.8%